Operations Analyst - Investment Services

Introduction

About JBWere | Mo JBWere

JBWere is a leading wealth management business in New Zealand and forms the wealth advisory arm of FirstCape – one of the country’s largest and best-resourced wealth advisory and asset management groups. Together, FirstCape brings a broad and integrated suite of investment, advisory, and asset management capabilities, enabling us to deliver an enhanced and more comprehensive offering to help clients achieve their financial goals at every stage of their investment journey.

At JBWere, our focus is firmly on building enduring relationships and delivering tailored advice that supports our clients’ long-term success. Backed by the scale, strength, and expertise of FirstCape, we are uniquely positioned to provide deep insights, access to high-quality investment opportunities, and a truly holistic approach to wealth management.

Central to our success is our belief that our people are our greatest asset. We are proud of the collective talent, expertise, and dedication of our team, whose commitment underpins the trusted partnerships we build with our clients every day. We are equally committed to creating an environment where our people feel valued, supported, and empowered to grow – fostering a culture where everyone can thrive, contribute meaningfully, and reach their full potential.

Description

About the opportunity | Mo te whai waahi

As an Operations Analyst, you'll play a critical role in supporting JBWere's private wealth clients by ensuring investment data is accurate, complete and delivered on time. Working within the COO function, you'll manage alternative investment activity, investigate and resolve client queries, and contribute to the delivery of high-quality client reporting and tax statements. This is a fantastic opportunity for a detail-oriented financial services professional looking to deepen their expertise in investment operations and private markets.

Key Responsibilities | Ngā Kawenga Mahi

• Maintain accurate and timely investment data across multiple business platforms to support reporting, performance measurement and client outcomes.
• Manage the processing and ongoing administration of alternative investments, including capital calls, distributions, management fees and valuations.
• Monitor investment transactions and data integrity to ensure information remains complete, reliable and fit for purpose.
• Analyse and reconcile investment performance returns against transaction and valuation data, investigating and resolving exceptions as required.
• Deliver outstanding service to internal stakeholders, advisers and external clients through professional, responsive support.
• Investigate client queries, identify root causes and implement effective solutions to improve service delivery.
• Support the preparation and delivery of client reporting and tax statements, ensuring accuracy and compliance with best practice standards.
• Build strong working relationships across Operations, Adviser Support and other business teams to ensure seamless service delivery.
• Identify opportunities for process improvement, automation and operational efficiencies within day-to-day activities.
• Contribute to a collaborative team culture through knowledge sharing, cross-training and continuous learning.

Skills And Experiences

What you will bring to the role | He aha ka kawea e koe ki te mahi

We require that you have:

• At least two years' experience in financial services, banking, insurance, funds management or investment operations.
• Strong understanding of investment markets, financial products and the broader economic environment.
• Knowledge of private equity or alternative investments, including fund structures, capital activity and lifecycle events.
• Highly numerate with exceptional attention to detail and a commitment to data accuracy.
• Experience analysing, reconciling or reporting investment, portfolio or financial data.
• Excellent verbal and written communication skills, with the ability to build strong stakeholder relationships.
• Proven ability to manage competing priorities and consistently deliver high-quality work in a fast-paced environment.
• Tertiary qualification in Finance, Business, Commerce or a related discipline, or equivalent industry experience.

Why work at FirstCape? | He aha mahi i te FirstCape?

We offer a competitive compensation package commensurate with experience. Additional benefits include wellbeing support, volunteer days and a great company culture. We pride ourselves on offering our employees outstanding development and learning opportunities to support career growth, and the opportunity to work alongside the best talent in the market.

We are an inclusive employer and want our workforce to reflect a rich and diverse way of thinking and working. We know people are more than a single identity and the qualities that make each one of us unique need to be valued and embraced. So regardless of your gender, age, background or how you choose to identify, there's room for you to realise your potential here. And importantly, there's room to be yourself.

We’re also committed to providing equal opportunities to all candidates. Let us know if you have any accessibility requirements so we can work with you to make adjustments where possible to support your application. Alternatively, if you don’t meet all the requirements of the role but think you would be a great candidate, please apply explaining why you want the role, how you think your skills or background are transferable, and how you plan to upskill where needed (we will support you with this, but want to know you have thought about this too).

To be eligible to apply, you must have the right to work in New Zealand. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.